Clooz 3 User Manual
Contents
1. Occupation Residence Birth Occupation W W W W W W W W W W EC ae 1886 Michigan ped on age 44a of 7 April 1920 Principal O 1 file is attached to the document D Rosnagel Geneslogy Census Travers E Ousterhout Travers E Ousterhout Cora B lt Ousterhout gt Cora B lt Ousterhout gt Cora B lt Ousterhout gt Alma Ousterhout Alma Ousterhout Alma Ousterhout Alta Ousterhout Alta Ousterhout Figure 103 Events Tab When possible though Clooz can create any of the following event types in an external database from the Clooz document types listed e Birth birth records and any documents providing an age as of some date e Marriage marriage records e Death death and burial records mortality censuses e Funeral burial records with funeral field filled in e Burial death and burial records e Occupation documents providing an occupation or profession field e Religion censuses with a religion field e Residence documents providing a street address 100 e Exporting to Other Programs Clooz 3 User Manual e Immigration documents providing an immigration year e Naturalization naturalization records e Census census documents e Social Security Number social security records e School school directories e Deed deed records e Land farm directories tax records Irish Valuation Tithes You may have noticed the red icon i2. and you click on Yes Output to the Legacy database You are about to output 4 people to the Legacy database It is highly recommended you have a current backup copy of the Legacy database Do you want te continue Figure 98 Export Confirmation Message Clooz then performs the export operation When completed the ID or RIN values that Legacy created for the new records are now shown on the Clooz lists F 1798 Chapelle Marcus Blackwell Mary B E i Marie Import Charles Salomon James m E Margaret Mary Timothy Catherine Romaine People ae E 382 Daugherty Raetta Irene F E 1281 Davies Jacob Figure 99 Updated Lists after an Export Clooz 3 User Manual Exporting to Other Programs e 95 Exports Using the Document Export Function The Document Export capability was first implemented in Clooz version 3 3 Using this feature you can export any of the individual items appearing in Clooz grids and the Composite View You can therefore export an individual person source or repository even though we have called this the Document Export It gets its name from its powerful ability to output nearly all of the information in a Clooz document transforming the information into various events in the other program for the people involved based on the information contained in the document Unlike the Data Transfer Manager where you designate the database to be used when you use the featu
3. are already part of families The two important buttons here are the Add Family and Show Suggested Family s buttons 108 e Exporting to Other Programs Clooz 3 User Manual When the Clooz document presents families in a rather consistent way such as in censuses the software will attempt to determine family groups In censuses this is done by ordering people into page line order and then starting a new family with each Head person This will work properly most of the time but it does remain the user s responsibility to review such output before exporting When the Show Suggested Family s button is clicked the suggested families are displayed on the page see Figure 116 Document 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 People Events Source Repository Families Name Birth Marriage Death Dates Ousterhout lt Ousterhout Travers E Ousterhout b 24 January 1886 m Bef 1914 d Cora B lt Ousterhout gt b 01 October 1892 m Abt 1320 d Alma Ousterhout i b Abt 1914 Alta Dusterhout i b Abt 1915 Joy Ousterhout i b Abt 1917 June Ousterhout i b Abt 1918 Export File C Users Richard Documents Legacy 7 Files Sample3 fdb Names cn Males are for persons found in Legacy families Show Suggest Family s Close Figure 116 Suggested Family for Export In this case it worked perfectly To perform this function manually use the Add Family button which pr
4. 1930 Census Travers E Ousterhout Figure 108 Media Attached to Events Source Tab In Clooz there is only one source per document This source assuming you are following best practices and have entered one is contained on this page for editing Document Michigan Sagi qq qA A A A Export File C Users Richard Documents Clooz Beta Data Test103 75 fdb 1930 US Census St Charles St Charles Saginaw Michigan US MI00008 Data Values 1930 U 5 Federal Census naw County 1930 Federal Census U S Census Bureau U S5 Federal Census Collection series T626 roll part 1023 Washington DC US Natio This is a test comment File Cabinet Census United States Michigan No files were attached to the document Figure 109 Source Tab 104 e Exporting to Other Programs Clooz 3 User Manual The checkbox labeled Cite this source controls whether this source will be cited in the events that are being created in your external database If this source in Clooz has already been linked to an equivalent external entry an additional set of buttons will appear as seen in the next Figure Here you choose whether to cite the events to the copy of the source already in the other database or to create a new source record perhaps with some modified data values This function is only available with databases to which Clooz has direct write capability Document 1910 US Census Deep River Arenac Michigan U
5. Item s Us 1011 PAQOOO1 1920 Oil City US i012 FAD0002 1320 Oil City beets Ry is 1013 PAQOOO3 1930 Oil City us Show Tool Strip 1014 PADOOD4 1930 Spring ie US 1015 PAD0005 1900 Erie Show oop By ben Us 1526 VTO0001 1850 Caledonia US 127 YTO 18440 Avenate Caledonia VWennwnnt WS Figure 100 Context Menu with Export Item command The Document Export form will appear when you click on the Export Item command after right clicking a document of any type It is on this form where you can select which people and their individual events get exported as well as edit the information to be saved in the other database When everything is reviewed and determined to be what you want to export you click the Export button and then follow the procedures required for that particular database type 96 e Exporting to Other Programs Clooz 3 User Manual Document 1930 US Census Cleveland Cuyahoga Ohio US OH00067 Document Selected People Events Source Repository ee Tabs Ferson Data Types Current Legacy Value Data Values James Naylor b 26 January 1889 m 26 December 1925 d 23 M Agnes V Hart b 14 February 1884 m 04 June 1910 d 13 Octob Mary Alice Naylor b 21 November 1974 m Bet 1976 amp 1978 d 08 Given name s Surname Prefix Title Suffix Title Sex F Birth Date 21 Nov 1924 Death Date 9 Oct 1993 W Bernard John Slater b 26 November 1915 d 31 January 1944 if Agnes Gertrude Slater b 03
6. database Figure 125 RootsMagic Automatic Merge Window The information should now be properly placed in RootsMagic and you should now go back to Clooz and click on the I have completed the import button This procedure may change with a future RootsMagic release if they provide a special Clooz import capability that would perform the automatic merge function automatically at the end of the import avoiding the need for the additional user interaction Finally you may find it helpful to turn on the display of record numbers for individuals in RootsMagic so that you can reliably identify matching people with those in Clooz where you can turn on the RIN column for the list of people In RootsMagic go to the Tools menu File Options item In the File Options window go to the General tab and set the Number to display after name to Record number RIN The Master Genealogist Clooz reads information from The Master Genealogist TMG database files set as Primary on the External File Links list using the Genbridge program support library provided by Wholly Genes However Clooz is not authorized to write directly to the same database Therefore a GEDCOM file 1s produced by Clooz for the user to import into The Master Genealogist Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain
7. 2029 Head Arere mo PT Birth Marriage Death Dates L at r Parent b 24 Jan ie Fi pm Ss d set Cora amp lt Qusfenbout gt Add family member s Remove family member Add family Remove family Edit Alternate ID for entire family Figure 118 Context Menu on the Families Page The context menu right click on the Families Tab provides a way to add one or more family members or to remove family members or even entire families The Edit Alternate ID for entire family command provides a method to enter a single Alternate ID in Clooz for each member of the family as a group This is for users who use the Alternate ID field to designate different family groups Program Specific Export Procedures Clooz transfers information to and from the external program files by the best method available In some cases it is by directly reading and or writing to the other data files and in other cases using GEDCOM files as the transfer mechanism GEDCOM files require users to perform specific import or export actions in both Clooz and the other program The following sections describe the actions necessary when Clooz is linked with the various programs Legacy Clooz interacts directly with the Legacy database set as Primary on the External File Links list therefore no special actions are necessary All changes to the Legacy database are made automatically once the Export button is clicked on the Document Expo
8. Davies Sarah x Fudge Sarah Stevens Francis Troley John Prefered Edward Davies Bet 1848 1849 Beaufort Breconshire Wales 1 sources 7 note 1851 Breconshire Wales 1 sources 1 note 1851 Breconshire Wales 1 sources Sort by Family Given Name Figure 130 FamilyTreeMaker Merge Review Page At this point the FamilyTreeMaker database should now contain all the data transferred from Clooz and placed it in the appropriate locations If you are attempting to keep RIN values from FamilyTreeMaker synchronized with Clooz you will need to export a GEDCOM file from FamilyTreeMaker use the same GEDCOM file location which you already have set as Primary in the Clooz External File Links list This is the file serving as the snapshot of the FamilyTreeMaker database not to be confused with the GEDCOM file created by Clooz to transfer data to FamilyTreeMaker This can be confusing and is why it is suggested that you establish a standard GEDCOM file name location for Clooz exports and for the FamilyTreeMaker snapshot Once you open the updated snapshot GEDCOM in the Data Transfer Manager you can edit the RIN values column for the Clooz individuals appearing on right side of form If you don t normally care to display the FamilyTreeMaker RIN values on the Clooz list of people main screen then you do not need to go through these past few steps Finally you may find it helpful to tur
9. Exporting to Other Programs Clooz currently supports two ways of exporting information to the database files of other genealogy programs either using the Data Transfer Manager or the Document Export function added in Clooz Version 3 3 The Data Transfer Manager is more limited in the types of data that can be imported or exported individuals and sources but can perform bulk operations The Document Export function has a very extensive ability to export essentially any type of data in Clooz but only applies to one document at a time Each will be covered separately in the following sub sections Clooz uses two methods for interfacing with the various other program databases One is by directly reading and writing to the external database file The main advantage of this approach 1s it provides for a stronger linking or synchronization between Clooz and the other program Clooz can track the RIN record identification numbers in the other program for individuals who have been linked For those programs not providing direct read and or write access to their files Clooz will import and or export using a GEDCOM file as the transfer vehicle In those cases this GEDCOM file must be merged into the external program using its own import or merge capability This could likely result in duplicate individuals in the external program and thus the program s merge capability is required to eliminate the duplication The actions required for each program will
10. November 1917 m 12 October 1935 d 18 O m W Iw xl Checkboxs for selecting which data is exported Name and location of the external Export File C WWsers RichardiDocumentsiLegacy 7 Files Sample3 fdb lt _ database receiving the data Export Close Figure 101 Document Export Form The Document Export form contains five different pages of data which you select by clicking on the appropriate tab People Tab The People tab selected in figure below on the Document Export form shows the page of information about the persons linked to the document being exported It will contain the same list of people that you would see when viewing the document template You can select which people are to be included or excluded in the export using the checkbox in front of their names The names that appear in this list are the common forms of the names assigned to those people in their main records It is not necessarily the same name or spelling that was used in the document that will show up later in the Events page Expand a person s record by clicking on the small plus sign in the far left column Each of the name components sex if determined by this particular document and the birth death dates contained in the persons main Clooz record can be included in or excluded from the export using the checkbox on each line The data itself can be edited by clicking on the item in the Data Values column It is important to note th
11. Primary Persons in the Document 102 e Exporting to Other Programs Clooz 3 User Manual In our birth record example you would normally use the lower option and check the box associated with the person born If it was a register type document and all the primary people do have their own birth information in the document details then select the upper option If you have a mix then you may need to export the document multiple times each time selecting a different baby Alternatively you could check the upper option and then in the Events Tab uncheck the birth events generated for what normally would be witnesses A witness here would be any person having a role in the event other than the primary person s When exporting events to Legacy 7 5 or earlier Legacy does not support the concept of witnesses so Clooz will only enter information about the event for the primary person s However beginning with Legacy 8 Legacy is supporting the concept of shared events where the owner of the event in Legacy is equivalent to the Primary person in Clooz and the witnesses will tie in or share that event along with a designation of their role Clooz 3 3 will setup all of the witness sharing when exporting to Legacy 8 Otherwise shared events witness roles can be export to RootsMagic TMG and Family Historian FamilyTreeMaker does not support shared events In the case of all other Clooz document types such as censuses and census substit
12. S MI00004 W Cite this source Use existing Legacy source Michigan Arenac County 1910 Federal Census Create new Legacy source from information below Data Values M Laba 1910 U 5 Federal Census l Title Michigan Arenac County 1910 Federal Census T Author U S Census Bureau Publication Facts U 5 Federal Census Collection senes T624 roll part 635 Washington DC US Nation Comments Figure 110 Sources Already in Legacy Like several of the remarks fields on other tabs you will see that Publication Facts field in this source gets rather lengthy and is cutoff When you see an ellipsis at the end hover the mouse cursor over the field to see the entire text ata sis el 1930 U Federal Census Michigan Saginaw County 1930 Federal Census U S Census Bureau U Census Collection senes T626 roll part 1023 Washington DC US Natio Fu jet ha ited Stai Aichi allata Sasi i ateg Pl a Federal Census Collection series 1626 roll part 1023 Washington DC US National Archives and Records Administration Figure 111 Pop up Display of Full Text When editing a field like this you will see a button on the right side of the edit field You can either edit the text within the normal one line text or in a multi line editor which supports separation of the date into lines Clooz 3 User Manual Exporting to Other Programs e 105 Data Values 1930 U S Federal Census Michig
13. a snapshot of the FamilyTreeMaker database You can update that snapshot at any time by performing a new export from FamilyTreeMaker to the same filename and location Clooz will produce GEDCOM files designed to work with FamilyTreeMaker when a GEDCOM file produced by FamilyTreeMaker in the Clooz External File Links list has be set as the Primary external file If a GEDCOM file produced by any program other than FamilyTreeMaker is selected as the Primary external file Clooz will export the data to a more generic GEDCOM format Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain the exported information Libraries Documents Documents Clooz Data Organize v New folder ww Favorites Name E Desktop J CloozExportTest cdb 3 Dropbox RMExportTest4 rmgc Recent places RMExportTest3 rmgc d Creative Cloud Files a CloozExportTest Ildb ig Downloads iCloud Photos iCloud Drive GM Necltan Save as type a Hide Folders Cancel Figure 127 GEDCOM Save As Window for FamilyTreeMaker You are now ready to import this GEDCOM file into FamilyTreeMaker If you are creating a new FamilyTreeMaker database you use the Import command File menu Otherwise use the Merge command on the FamilyTreeMaker File menu 116 Exporting to Other Programs Clooz3Use
14. an Saginaw County 1930 Federal Census U S Census Bureau B L Federal Census Collection series T626 rolljpart 1023 Washington DC US National File Cabinet Census United States Michigan No files were attached to the document Figure 112 Editing Data with Multi Line Edit Button U 5 Federal Census Collection series T626 rollpart 1023 Washington DC US National Archives and Records Figure 113 Multi line Text Editor Similar to exporting an individual person you can go to the list of Sources using the Clooz Explorer Bar and right click a specific source and select Export Item from the context menu The Document Export function appears but only the source tab and associated repository will be visible This allows you to export a single source without going to the Data Transfer Manager There are several options that can be set in the Options form see Edit menu An option is available to always cite the document s source for each person s name whether or not it exactly matches the name in the document The other option moves source details into the title of the source source splitting resulting in a larger number of sources versus maintaining separate citation details for the various details under a fewer number of master sources source lumping Note that if a document has no associated source information cannot be entered into the source fields on this export window Sources must be created within the
15. are derived from information such as age on the enumeration date of a census In such cases it is up to you to make the decision as to whether such information should be exported or not To assist your evaluation positioning the mouse cursor over the birth date will provide a hint popup that tells what the basis for the determination was see figure above In any case exporting vital events to Legacy will not overwrite any vital event information already existing there If a birth date or location has already been entered this new information will be added as an alternate value e g Alt Birth Clooz version 3 3 can extract information from the census data and document types that have well defined fields in the template and the information contained in them can be anticipated with a reasonable degree of certainty However documents such as the Generic Document template which could contain the most significant information in the free text remarks area should not be expected to create all the events a human might interpret from the data Itis only meant to get you started by handling the easier determinations Clooz 3 User Manual Exporting to Other Programs e 99 Document 1930 US Census St Charles St Charles Saginaw Michigan US M1100008 People Events e Birth Date Location Description Participants Detail I Ousterhout Travers E Private Media I MIO0008 jpq Occupation Residence Birth
16. at any changes to the data values in the Document Export form will not be saved back in the Clooz database It is only a means to adjust the formatting of data values to better suit display in external program Date values will be displayed in a format supported by the external program Clooz 3 User Manual Exporting to Other Programs e 97 Document 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 People Events Source Repository Families Person Data Types Current Legacy Value Data Values a M Travers E Ousterhout b 24 January 1886 m Bef 1914 d Deceased Given name s Travers E Surname Ousterhout Prefix Title Suffix Title Sex M Birth Date 24 Jan 1886 Death Date Deceased pi Cora B lt Ousterhout gt b 01 October 1892 m Abt 1920 d November 1975 Alma Ousterhout b Abt 1914 Alta Ousterhout b Abt 1975 Joy Ousterhout b Abt 1917 June Ousterhout b Abt 1978 lw lw lw lw a w Export File C Users Richard Documents Legacy Files Sample3 fdb Export Figure 102 People Page with Data Value Editor The record identification number RIN of the record in the external database can be edited on this page during the export process when the external database type is one that Clooz directly reads The RIN column value would appear on the top level line for each person where their name and summary of vital dates appear not on the individual data component lines if the person in Clo
17. attached Ousterhout Alta M Daughter F age 15 Single Gl I Ousterhout Alma Daughter Ousterhout Joy Daughter F age 13 Single a I Ousterhout Alta Daughter Ousterhout June Daughter F age 11 Single IM Qusterhout Joy Daughter ID Figure 107 Additional Entry Lines for Each Person in an Event Finally the lines of data comprising the Source Detail what links the event to a Master Source are available for any last minute cleanup or reformatting Any digital images you had attached to the document in Clooz will be listed under the Source Detail Media which can further be expanded to edit the captions and description fields These are typically automatically filled with the filename for the file and any description that had been entered into Clooz The same media image links are also Clooz 3 User Manual Exporting to Other Programs e 103 setup in the external database for the event see F igure below Most programs only use links to the image on your disk no substantial duplication is occurring Check your program manual to see if media files are duplicated each time they are referenced Location Description Participants Detail I Ousterhout Travers E Private Media MIO0008 jpa I Caption e Description Data Values Travers E Ousterhout Abt Apr 1885 Apr 1886 Michigan 1 Principal E 1 file is attached to the document D Rosnagel Genealogy Census MIOOOOE jpg Travers Ousterout family in
18. be discussed later The following Figure identifies the external programs Clooz interfaces with and the methods used to import and export data Import Method Export Method Linking of RINs The Master Genealogist Direct Read via via GEDCOM Not updated for Exports Genbridge TMG family structures not read FamilyTreeMaker via GEDCOM via GEDCOM Not updated for exports Figure 96 External Programs Supported by Clooz 94 e Exporting to Other Programs Clooz 3 User Manual Exports Using the Data Transfer Manager Exporting data with the Data Transfer Manager is very similar to the methods used in importing except the selections are made on the Clooz list right side of Data Transfer Manager and the Export button is used In the following example suppose you want to place the Crotty family in Legacy The first step is to check off the records we want to export E 1797 Chapelle Jeremie Import gt O 9 1735 Chappelle Charles Salomon F 1798 Chapelle Marcus Fi Crotty James F 1801 Chapelle Mane lt 3 Export E Crotty Margaret E 363 Crouse Catherine Romaine E Crotty Mary F 382 Daugherty Raetta Irene few oe lj E 1797 Davies Claire Blanche People E E 1288 Davies Clayton H H 12291 Davies Jacob Figure 97 Selections Made for Exporting You then click on the Export button Clooz displays a confirmation message
19. entification values for the new data in the RootsMagic database If you do the import later Clooz will show question marks for the RIN values until the RootsMagic import is complete and the RootsMagic database has been opened by Clooz to perform another import or export Clooz does not continually monitor the RootsMagic database for changes You can view the list of export actions performed important when warnings or errors have occurred by clicking the View Log File button Clooz document export completed successfully View Log File Your GEDCOM file is ready for processing You may now import the file into Roots Magic have completed the import g of data into RootsMagic will do the import later Figure 120 GEDCOM Export Status Once the import and data merger has been completed in RootsMagic click on the completion button on the GEDCOM Export Status window Clooz will then complete its own actions to determine the new RIN numbers RootsMagic has just assigned As a quick review of the import operation in RootsMagic the first step 1s to click on the Import command in the File menu of RootsMagic The file selection window will appear t d gt ThisPC Documents gt Clooz Data Organize v New folder A s a as a pec Name Date modified Type E Desktop 2 CloozExport ged 7 8 2015 10 22AM GED File 3 Dropbox Recent places do Creative Cloud Files an No preview vy lt File name CloozExpor
20. his situation use the RootsMagic Automatic Merge capability found in the Tools menu Clooz includes special identification values used by RootsMagic in GEDCOM file for individuals already linked to RootsMagic to ensure the Automatic Merge capability assigns them to the right people Variations in event information for these people will not disrupt that assignment orts Tools Internet Window Help pe Mee TRM Problem Search gt Duplicate Search Merge tedmata Count Trees amp Manual Merge DataClean View Not Duplicates List i b miss i ABE Snell Check F7 ER TNS I Marante N w l Figure 124 RootsMagic Tools Menu Automatic Merges Select the types of automatic merge s you want RootsMagic to perform SmartMerge This will analyze records in your file based on names dates places parent s names and information and spouse information When it finds records that it is positive are duplicates it will automatically merge them for you ShareMerge If you send a GEDCOM from your RootsMagic database to another RootsMagic user they can import and make changes or additions to that file and return it to you You can import that modified GEDCOM into your database and use this option to automatically merge the two copies of the database back together SourceMerge This will automatically merge all duplicate sources in your database RepositoryMerge This will automatically merge all duplicate repositories in your
21. n on the display of record numbers for individuals in FamilyTreeMaker so that you can reliably identify matching people with those in Clooz where you can turn on the RIN column for the list of people In FamilyTreeMaker go to the Tools menu Options item In the Options window go to the References tab and turn on the check in the checkbox for Use individual reference numbers 118 Exporting to Other Programs Clooz3UserManual Family Historian Clooz interacts directly with the Family Historian data file in the same manner as with Legacy database files The desired Family Historian ged data file must be set as Primary on the External File Links list All changes to the Family Historian file are made automatically once the Export button is clicked on the Document Export form The dialog window for opening Family Historian projects supports selection by project name or specific files as shown in the next figures There are also some important actions the user needs to take when working with Family Historian which will follow below Select Project Figure 131 Selecting a Family Historian Project When no projects are saved within the Family Historian project folder controlled by the user within Family Historian the Browse function will need to be used to locate the desired file A file selection dialog window will appear and the user can either search for Family Historian project files or the actual data file by
22. n the figure below beside Alta Ousterhout This signifies there is a problem within her data For instance when there are problems formatting dates with peculiar content the icon will appear to draw your attention to the situation Typically this will either involve misspelled month names or abbreviations or not having a space separating letters and numbers Positioning the mouse cursor over the field will provide an explanation of the reason for the alert Once the typo in the date has been corrected the alert should disappear W Birth Alta Ousterhout a w Residence Alta Dusterhout i Date 7E onl 1930 v Location St Chal Date is not formatted correctly or contains a spelling error W Description Belle Ave Iv Participants Detail 1 i Ousterhout Alta Frincipal i Private E Figure 104 Alert Icon for Problem Situations The next important concept with the Events tab is the event participants group For most Clooz document types the details forms apply solely to one of the people linked to the event which is the case with all censuses However some document templates notably birth record marriage record death record deed funeral burial record naturalization and generic documents have a checkbox indicating whether that person is a primary sometimes called principal person for the record in other words the event associated with that document is focused on them Clooz 3 User Manual Exporting to Other Pr
23. ograms e 101 Weortsm Flic Kibhes fram Un Birth Record O No Birth Color Time Bom Order Race E a ee state z Province County Residence ofMother Street Street Figure 105 Document Template with Primary Field In the case of a birth the Primary person is the newborn infant However in earlier versions of Clooz this field was not well defined and only was used to control whether the record appeared in certain report formats Therefore it is quite possible you have had a different interpretation and had multiple people in a document with the field checked Likewise you may have only checked the Primary box for the infant but were entering a list of infant births found in some register book To handle these cases when you select to export a document of one of these types listed earlier and more than one person is declared Primary two for marriage records a special form will pop up to allow you to specify how you want the people to be handled This document has more than 1 person designated as Primary or more than 2 for a mariage record Chose how to resolve this Treat each Primary person as a separate event as in a register book Witnesses will need to be manually selected for export Persons marked as primary in document Person Select 2 for marriage records Helen Streeter Albert Edward Thompson Edward Albert Thompson Figure 106 Form to Clarify Multiple
24. ory Tab Note that if the document and source being exported has no associated repository one cannot be created in this window To add a repository the document s source must be edited using the standard Clooz capabilities Clooz 3 User Manual Exporting to Other Programs e 107 Families Tab Families are somewhat a foreign entity within Clooz which is totally document based However families are the critical structure in lineage based program like Legacy When you export a group of persons to any of the family tree programs you would then have to establish any parent child relationships applying to the group s members So Clooz attempts to minimize the labor required by assisting you in establishing parent child relationships that are to be formed by the export Be aware though that any families you create in this tab of the form are not retained in any way by Clooz They only get saved in the external database not in Clooz Document 1930 US Census St Charles St Charles Saginaw Michigan US MI00008 Birth Marnage Death Dates Export File CAUsers Richard Documents Legacy 7 Files Sample3 fdb Names in Males are for persons found in Legacy families Add Family Show Suggest Family s Figure 115 Families Tab In most cases when you export a document when you come to the Families tab it will initially be blank unless some or all of the people in this document are already linked to Legacy persons that
25. ovides a table for selecting which people belong in the family and whether they are a parent or child Only two parents are allowed and child must mean son or daughter If a grandchild appears in the census group a second family must be started with that child and his her own parents This like most of the external programs only provides a way of saving parent child relationships Clooz 3 User Manual Exporting to Other Programs e 109 Name Parent Child Role in document Birth Marriage Death Dates Travers E Quster Head b 24 January 1886 m Bef 1974 de ite b 01 October 1892 m Abt 1920 dz Daughter b Abt 1914 Daughter b Abt 1915 Daughter b Abt 1917 Daughter b Abt 1918 Figure 117 Select Family Members Finally if one or more members of the people being exported already are linked to a person in another database and they are already established in a marriage or parent child relationship they will appear on the Families Tab when it is first displayed in Italics Any other family members from the other database whether in the list of Clooz people or not will also be displayed in Italics Relationships existing in an external database cannot be changed or deleted by Clooz Once a parent child relationship is established in the other program you would need to use that program to modify them Name Parent Child E Ousterhout lt Ousterhout gt 1 Travers E Ousterhout Parent b 24 Jan 1886 of Deceased 23457
26. oz was previously linked to a record in the other database prior to beginning this export In sucha case the RIN field is not editable and if you believe it to be incorrect you would need to make any changes to the people linked to the document back in the document template or remove the link in the Data Transfer Manager This is not a trivial decision as you may have already exported events and data for this person at a previous time Unlinking the person in Clooz from the external RIN does not change any data or events in the external database A blank RIN value indicates the person is not currently linked to the external database In this case the field is editable If you know a record already exists for the person in the external database you could type it in here Otherwise at the time the actual export is executed those people with blank RIN fields will have a new record created for them in the external program You can only enter RIN values that already exist in the other database Non existing RIN values will be ignored during the export and treated as a blank It will be more efficient if you fill in as many of the RIN values as 98 e Exporting to Other Programs Clooz 3 User Manual possible since leaving it blank will result in a new person being added to the other database If that new person in the other database is a duplicate of an existing person there as is commonly the case where GEDCOM files are used to transfer the informa
27. rManual a bn et Edit View Tools Help Open Ctrl O Open In New Window Import As New Tree Import Books Mergen p O Close Export Figure 128 FamilyTreeMaker File Menu You then select the GEDCOM file to be used select the file created by Clooz FamilyTreeMaker will then perform the GEDCOM merge and open its Merge Wizard You will normally want to include all the individuals and merge matching individuals the default settings Merge Append Options Host file FTMExport Test ftm Import file D My Documents Clooz Data CloozExport ged Individuals to include Merge or append individuals Include all individuals from import file Merge matching individuals _ Include only selected individuals from import file ie _ Add individuals without merging v Advanced Figure 129 FamilyTreeMaker Merge Wizard The Merge Wizard will then present you with a list of all the new and or matching people in the GEDCOM right side and existing FamilyTreeMaker database left side Pay close attention to Clooz 3 User Manual Exporting to Other Programs e 117 the details here before proceeding with the merger and use the buttons at the top of the window to make changes in the selection of people you are merging the new data with Allrecords Merge as indicated This record Merge as indicated y Merge To Other View Pedigree New Data From Host File Data From Import File Davies John s
28. re the Document Export function always exports the selected Clooz data to the external database currently designated as Primary in the External File Links view Therefore you must ensure that the database you want to export data to is listed in the External File Links view and has a check mark before the Set as Primary command in context menu right click The file designated as Primary will appear in bold font in the list of files If the database you wish to export data to is not in the list simply click on the option in the External File Links Explorer Bar group to open a database of the appropriate type When the Data Transfer Manager appears simply close it unless there are tasks you wish to perform there in bulk Exports designed to create events in external databases can only be done on a single document basis though using the Document Export function Whenever an external database is designated as Primary in the External File Links list an additional menu command Export Item is added to the context right click menu for all of the grid and Composite View displays Click on this command to begin the Document Export process ID Personal File Year City Town Township County State Province Country 1005 OHO00102 1900 Greene Trumbull Ohio US 1006 OHO0103 1930 Orwell Ashtabula Ohio US 1007 OHO00104 1920 Cleveland Cuyahoga Ohio US a Bee a 1009 OHODIDg 1900 Cleveland Ve Edit Item 1010 OHONO 1910 Cleveland al Delete
29. rt form RootsMagic Clooz directly reads information from the RootsMagic database set as Primary on the External File Links list However Clooz is not authorized to write directly to the same database Therefore a GEDCOM file is produced by Clooz for the user to import into RootsMagic Immediately after clicking the Export button on the Document Export form or Data Transfer Manager form you must first select the name of the GEDCOM file which will be created to contain the exported information To simplify normal use you might always use the same file as your export GEDCOM overwriting the old file with each new export Just complete the import into RootsMagic before overwriting this GEDCOM file in a subsequent export operation Libraries Documents Documents gt Clooz Data Organize v New folder Name Jr Favorites E Desktop J CloozExportTest cdb 3 Dropbox RMExportTest4 rmgc Recent places RMExportTest3 rmgc d Creative Cloud Files g CloozExportTest Idb ig Downloads iCloud Photos iCloud Drive GM Necltnn Save as type a Hide Folders Cancel Figure 119 GEDCOM Export File Designation At this point a GEDCOM Export Status window will appear Clooz will stop and wait at this point for you to perform the import of the file you just created into RootsMagic You will get the best results by completing the import before proceeding in Clooz as this will then let Clooz see the resulting record id
30. selecting the desired file type see Figure below t m Clooz Data FH Projects TestFHProject Search TestFHProject Organize New folder JID w di Corel a Name Date modified Creative Cloud Files E m Public kh Desktop LE Documents 8 17 2015 10 37 AM i TestFHProject fh_data 8 17 2015 11 35 PM ad TestFHProject fh_proj 8 17 2015 10 37 AM F Select a file LE Documents to preview p Downloads m3 Downloads i Favorites Cloud Drive File name Figure 132 Browse window for Family Historian files Clooz 3 User Manual Exporting to Other Programs e 119 Family Historian maintains its data in memory while a file is in use therefore there are several actions required to ensure Clooz is always reading the latest data and conversely Family Historian uses any new data Clooz has inserted into the data file These actions are only of concern when both Family Historian and Clooz are working with the same Family Historian data file at the same time When first beginning any import or export operation involving a Family Historian file Clooz will remind you to first Save the Family Historian file By performing the Save function in Family Historian the file on disk is updated with any new changes recently entered by the user Please save the Family Historian project if open A TestFHProject Figure 133 Save file message for Family Historian After the export has been completed in Clooz if Family Historian is r
31. standard Clooz document editing capability The alternative would be to create the source in the target program following the export if you don t want it to be in Clooz for some reason 106 e Exporting to Other Programs Clooz 3 User Manual Repository Tab The Repository tab has the same capabilities as the Source tab You can also export an individual repository by right clicking it in the main view Repositories list The Document Export form will appear with only the Repository tab being visible Similar to the Source tab a checkbox is provided for you to designate whether the repository should be listed with the source If their already is a repository having the same name in Legacy additional buttons will appear to designate whether to use that existing repository or to create a new one 1930 US Census St Charles St Charles Saginaw Michigan US MIO0008 Repository Parameters Repository Name Ancestry com Address line 1 360 West 4200 North Address line 2 City Prowo State Utah Postal Code 34604 Country US Phone 1 Phone 2 Email Notes Subscription required for most databases A division of MyFamily com 1 file is attached to the document J 1930UnitedStatesFederalCensus_4354967_ C Users Richard Documents Clooz DatalClooz Attachments M M M m M m M M M M M Je Export File C Users Richard Documents Legacy Files Sample3 fdb Export Figure 114 Reposit
32. t ged v GEDCOM ged Siki Cancel Figure 121 GEDCOM File Open Window RootsMagic Select the GEDCOM file created by Clooz and then proceed to click on the Combine Into This Database button and whether to enter a source recommend No so long as the Clooz document was properly sourced i Import Into Which Database Which database do you want to import into Create a New Database It is usually best to import into a new database You can then drag and drop people from that new database into yours if desired Combine Into This Database This will mix the imported names in with the names currently in your database If the imported data contains some of the same names as are already in your database you may end up with duplicates that you will need to merge Cancel Figure 122 RootsMagic Import Database Selection Then click OK to accept the GEDCOM file as it is already sourced GEDCOM Import NO Do not add an additional source to imported data Name of person you received this GEDCOM file from Address or email address of person you received the file from Cancel Figure 123 GEDCOM Import Sourcing RootsMagic RootsMagic will then complete the import operation If there were any individuals sources or repositories contained in the imported GEDCOM that already were in the RootsMagic database Clooz 3 User Manual Exporting to Other Programs e 113 duplication of records will result To correct t
33. the exported information Libraries Documents Documents gt Clooz Data Organize v New folder Jr Favorites Name E Desktop 2 CloozExportTest cdb 3 Dropbox RMExportTest4 rmge Recent places RMExportTest3 rmgc d Creative Cloud Files mm CloozExportTest ldb Downloads iCloud Photos iCloud Drive er Necltan File name A Sana Save as type Hide Folders Cancel Figure 126 GEDCOM Save As Window for TMG Since Clooz cannot reliably determined how TMG assigns the record numbers for individuals being exported no attempt is made to link the individuals on export Thus the window that appears in the RootsMagic procedure for instance does not appear when exporting to TMG Clooz 3 User Manual Exporting to Other Programs e 115 At this point or later you can now import the GEDCOM file created by Clooz into TMG using the Import command in the File menu of TMG The Simple Wizard should work fine and you should select the import file type as GEDCOM v4 0 v5 5 GED Locate the GEDCOM file you created from Clooz and proceed through the wizard steps As with other imports of GEDCOM files you will need to merge any duplicate individuals using the TMG tools for that purpose FamilyTreeMaker Clooz is not authorized to read or write information directly from the FamilyTreeMaker database files Therefore you will first need to export a GEDCOM file from FamilyTreeMaker that will serve as
34. tion you will need to use the tools in the other program to merge the people When you type in a RIN value the fields in the Current External Program Name Value column will populate and permit you to compare the person s current data in the other database with the data you intend to export By default the checkbox will be turned off for data fields where data in the other database is already stored The Clooz data for that item will not be exported unless you manually check the box When displaying the main People grid or Composite View in Clooz and a right click Export Item is selected for that person the same Document Export form will appear but only the People tab will be visible This is a way of exporting individual people to Legacy similar to what could be accomplished in the Data Transfer Manager but with more control Events Tab When a Clooz document is exported the program will scan the information entered for that document to extract data that may define events for the persons contained in the document This is usually a one way process A birth record perhaps a birth certificate entered into Clooz contains the birth date and location information for a person so the birth event for that person can be created in Legacy for example However the reverse is not true Simply knowing the birth date and location for a person in Legacy does not permit you to create a birth certificate in Clooz When possible birth events
35. unning and using that same file it will recognize the change when the active focus returns to that window The option then comes up within Family Historian to reload the data so the screens will reflect the new information in the disk file D Mly Documents Clooz Data FH Projects TestFHProject TestFHProyect fh_data TestFHProject ged This file has been modified by another application Do you want to reload it Figure 134 Reload Family Historian Data Window If an export is made by Clooz to Family Historian where the user has made recent changes that have not been saved in Family Historian some loss of data is possible If the user first reloads the data from the disk file when the prompt occurs following the export the previous changes in Family Historian will be lost If the user skips the reload and then saves the Family Historian data then the exported data from Clooz will be lost In general if you forget to Save recent changes prior to a Clooz export it may be better to not reload Family Historian and instead Save the Family Historian 120 e Exporting to Other Programs Clooz 3 User Manual data Then repeat the entire Clooz export It all depends on which set of data the recent Family Historian changes or repeating the Clooz export involves the most work Clooz 3 User Manual Exporting to Other Programs e 121
36. utes Clooz will treat all of the people linked to the document as primary Each will get their own event in Legacy whether they had the role of Head Wife Son or Daughter etc In many cases especially with censuses where all family members are listed a summary of useful information is added to the event in the Notes field So in a census family each person would have this summary in their census event notes as shown in Figure 107 This is editable in the Events Tab by expanding the lines under a person You can also see the Alternate Name or AKA field which contains the name of the person as it was entered on the document Like any element if you do not want an AKA entry for each document you are exporting just uncheck this box But if you do there will be no record of what the actual form spelling of the name was for the person in that document except perhaps in the Notes za E Ter e e O er eeg oO i E n l Eta i a w lt Ousterhout gt Cora B wife i Alternate Name AKA Cora B Ousterhout Event Notes Ousterhout Traverse Head M age 44 Married Source Detail St Charles St Di Source Detail Comments Travers Oustera n lar From Piet E3 a 5A Jina F1 dwallinn I sterhout Traverse Head M age 44 Married Ousterhout Cora B Wife F age 37 Married x 4 4 4 Source Detail Filing Ref Clooz personal f Ousterhout Alma M Daughter F age 16 Single Source Detail Media 1 file is
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